MFS Government Securities C 500 Boylston St 15th FL Boston MA 02116 Map
Phone: 800-225-2606
| Category: | Intermediate Government | | Fund Family: | MFS | | Net Assets: | 108.97M | | Year-to-Date Return: | 4.05% | | Yield: | 3.31% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Apr-96 |
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Geoffrey L. Schechter
Lead Manager since
30-Apr-06 | | | Schechter is a senior vice president and portfolio manager with Massachusetts Financial Services Company. He joined the firm as an investment officer in 1993 after working as a municipal credit analyst with a major insurance company. He was named portfolio manager in 1993, assistant vice president in 1994 and vice president in 1995. Schechter holds the Chartered Financial Analyst and the Certified Public Accountant designations. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks total return with emphasis on current income, but also considering capital appreciation. The fund normally invests at least 80% of net assets in U.S. government securities. It generally invests substantially all of assets in investment grade debt instruments. The fund generally invests substantially all of assets in investment-grade debt instruments. It may invest assets in mortgage dollar rolls and derivatives. |
| Last Dividend
(30-Sep-09):
| 0.02 | | Last Cap Gain
(2-May-96):
| 0.00 | | Annual Holdings Turnover
| 57.00% | | Average for Category:
| 402.53% |
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| Expense | MFGDX | Category Avg | | Total Expense Ratio: | 1.63%
| 1.02% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 4.12% | | Max Deferred Sales Load: | 1.00%
| 2.74% | | 3 Yr Expense Projection*: |
$ 514 | $493 | | 5 Yr Expense Projection*: |
$ 887 | $736 | | 10 Yr Expense Projection*: |
$ 1,933 | $1,432 |
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